David Taylor

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CFP® GradDipFP BCom

Authorised Representative: 001004031

Private Client Adviser

"I seek to understand what is really important to my clients. My approach is to make complex advice solutions simple and easy to understand. I create comprehensive strategies to provide peace of mind and certainty."

David uses tried and true strategies to provide his clients with tailored, relevant and comprehensive advice solutions with the aim of maximising returns for his clients. David has more than a decade of experience in the financial services sector, has a Bachelor of Commerce and is a CERTIFIED FINANCIAL PLANNER®.

Services and specialities

  • Financial Planning
  • Portfolio Administration
  • Retirement and Estate Planning
  • Self Managed Super Funds
  • Superannuation Advice
  • Wealth Management

Investment Style

David seeks first to understand his client’s goals along with their appetite for risk. Based on this understanding, he ensures that his clients are appropriately diversified; recognising the value this has in reducing volatility. Understanding the psychology behind investing helps to provide clients with a ‘voice of reason’ during fluctuating market conditions.

Industry Education & Experience

Qualifications
  • Bachelor of Commerce (Finance & Risk Management), Griffith University, 2003
  • CERTIFIED FINANCIAL PLANNER®, Deakin University, 2008
  • Ethics and Professional Relationships, QUT, 2020
  • Graduate Diploma of Financial Planning, Finsia, 2008
Professional Associations
  • Tax (Financial) Adviser
Approved Competencies
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am a partner of Forefront Financial Services which operates the business of Morgans Financial Limited - Milton and Springfield-Ipswich. My employer remunerates me as your adviser by way of percentage of fees. As a shareholder of Forefront Financial Services, I may be entitled to a share of profits. As a Partner of Forefront Financial Services, I will be entitled to a share of profits.